About

CFP® M Fin Plan, ADFS (FP), Cert IV TAE, FAIM

A financial planner of 20 years experience. Helen calls herself a ‘Financial Life Planner’ and works alongside clients as they navigate life’s money milestones. She takes great care to help clients understand their financial position, structure their finances to be the most beneficial and provide them with real, achievable outcomes.

Qualifications

  • Master’s Degree – Financial Planning;
  • Advanced Diploma – Financial Planning;
  • Certified Financial Planner (since 2001)
  • Cert IV TAE (Training and Education)
  • Fellow Aust Institute of Management

She also holds specialist accreditation in:

  • Self Managed Super Funds;
  • Home & Aged Care Accredited Specialist®
  • Life Coaching
  • Retirement & Transition Coaching
  • Collaborative Law (Financial Adviser)

Helen is a member of the following industry bodies:

  • Financial Planning Association – FPA
  • Association of Financial Advisers – AFA
  • SMSF Association (Formerly SPAA)

Helen recently became a National Finalist in AFA 2017 Excellence in Education Award.

Helen is supported by her extra ordinary team to help deliver service to you:

Janine McLean

Janine is our Associate Adviser – with 17 years industry experience and is well versed in financial planning.  Recently returned from the land of The Big Apple, she enjoyed working with a Canadian Financial Planning firm and learned a great deal from her American adventure.  Janine is our client concierge and uses her knowledge to work with you.

Carla Flint

Carla is a consummate professional, having been an adviser for the past 18 years and now preferring to be our story writer extra-ordinaire!  Her handiwork is drawing on her skills from her previous client facing advising history together with her Journalism degree and drafting up your financial plan document.